A mention of a potential attack from Russia in Ukraine and for US citizens to leave the region.

Why does value outperform during the current economic environment?

https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html We have unexpected inflation with rising interest rates. I’m not sure the argument holds true anymore as rising rates smother any potential gains in Gold related to higher ...

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Last post for ppnewbie. Run far away ppnewbie, the PP is a lifetime of disappointment. I was in Analytics/BI for 15 years at a Fortune 300 company so I understand your mental makeup. The agnostic nature of the portfolio sounds great on the surface but you lose to equities on the upside and there is ...

Golds turn to take a beating again. This portfolio can lose in countless ways. TLT up 1% but it lost 1.2% yesterday so blah. You're a broken record. Why continue to post here, unless your goal in life is to drive off the few folks who still frequent these forums thanks to this kind of pointless tro...

Golds turn to take a beating again.
This portfolio can lose in countless ways.
TLT up 1% but it lost 1.2% yesterday so blah.

During a darker blue period for equities.
Now, during a period where stocks are on the decline, the other PP components are as well.
There is no gyroscope effect.
Rising rates are impacting other portfolios too but losses are magnified for the PP with the levered holdings.

PP hurting bad. Gold and LTT’s cannibalizing each other to the downside as rates rise. Sucks for sure. Budd, you never answered my question from a few days ago on when you got into the portfolio, and what your expectations were at that time? I setup a taxable PP in 2010. Took literally that one or ...

PP hurting bad.
Gold and LTT’s cannibalizing each other to the downside as rates rise.
Sucks for sure.

The PP has failed me and I only hope the rest of the board opens their eyes to see what is unfolding.

You’ve got a lot to learn my friend....looking at mutual funds for intraday prices doh

Good luck to you.

Thanks to all those who continue to drag my name through the mud. Take a look at the wonderful PP today with stocks down 2%+ and Gold/LTT’s basically flat. Portfolio is garbage. You lose on the upside and the downside. Keep the faith though, I’m sure it will turn out well. Dolts. We've seen this mo...

Thanks to all those who continue to drag my name through the mud. Take a look at the wonderful PP today with stocks down 2%+ and Gold/LTT’s basically flat. Portfolio is garbage. You lose on the upside and the downside. Keep the faith though, I’m sure it will turn out well. Dolts. We've seen this mo...

Budd, people don't like being called "Dolts". Are you expecting that after being called a name, they'll say, "Oh! Budd must be right after all because I am a dolt?" It's no way to convince your audience of anything. Or are you just angry at the posters here and want to hurt us? ...

Thanks to all those who continue to drag my name through the mud. Take a look at the wonderful PP today with stocks down 2%+ and Gold/LTT’s basically flat. Portfolio is garbage. You lose on the upside and the downside. Keep the faith though, I’m sure it will turn out well. Dolts. Budd, if stocks ar...

Thanks to all those who continue to drag my name through the mud.
Take a look at the wonderful PP today with stocks down 2%+ and Gold/LTT’s basically flat.
Portfolio is garbage.
You lose on the upside and the downside.
Keep the faith though, I’m sure it will turn out well.
Dolts.

Cash is King..been a while since I’ve heard that uttered.

Thanks for the details MJ. I continue to own 12% Gold to counterbalance a heavy allocation to Cash. I thought it necessary to keep that part of the portfolio intact. What I’m trying to avoid is a deep drawdown in Gold/LTT’s that may not recover over the 8-10 year timeframe. Worst case scenario if st...

I’m living off PP in taxable now, retirement funds are 60/40. 10-years until retirement assets are available. Is this the scenario you are responding to MJ?

Perhaps this will shed some light on my predicament. Would you still invest in the PP if your timeframe was 8-10 years? If not, how would you adjust the allocation if your horizon was this short? I ask because my PP-like portfolio is earmarked to bridge the gap between now and full retirement age wh...

I’m confused here. What is your exact allocation (percentages) , when did you get in to the PP, how many times have you rebalanced, how many times have you added more money into the PP. Also gold is up fifty percent in three years. IMHO: If your young and have a long runway of earnings you should c...

The environment is actually not prime for gold .. As long as other assets produce why should gold be bid up ?. As long as other assets are not doing terrible , especially stocks , there is no reason for gold to run with the ball . It takes not inflation but inflation levels the markets dont like fo...

Don’t get me started on Gold..the more talk about inflation the lower gold goes. I’m still waiting for the day where I can rebalance out of Gold for Stocks but it’s a pipe dream to think that will ever unfold. I have rebalanced out of LTT’s and am grateful for that opportunity. This environment is p...

It doesn’t suck, but on the other end of the spectrum it isn’t awesome either. I just think it’s touted to be something more magical than it truly is. Many investors hold stock, gold and bonds so the PP is not novel in that regard. The 4x25 is what sets it apart from these other allocations and I th...